PBI Web Portal PBI Attorney Registration
Understand that the PBI Web Portal will allow two types of registration:
- To register to be on your lawyer panel--this is for attorneys who have not helped you before and do not appear in your Lawyers panel.
- To register to use the PBI Web Portal--this is for attorneys who are on your Lawyers panel, but have not registered with the website to set their username and password.
New Attorney
When an attorney who is not in the lawyers system registers to be on panel, staff receives an email. That email looks something like Figure 42.
Within Prime, navigate to Search-->PBI-->Lawyers Web Registration. This opens the Lawyers Web Registration search screen, shown in Figure 43.
When the Website Registration Search Page opens, it defaults to showing pending registrations. You may use the search features, like other search pages in Prime, to find particular registrations. Use the “Pending” button to return to showing pending web registrations. Double-click on an entry (or single click and choose the “Open Form” button, to open the web registration data page, shown in Figure 44.
You can use search screens, queries or reports to determine if the attorney is already if the system. If so, choose the Ignore button. If the attorney is not in the Lawyers table, choose the “Add to Lawyers” button to copy this information to a lawyer form, shown in Figure 45. Please note that clicking the ignore or add button on the website registration page will remove that entry from the pending status in the search screen.
Enter any additional information required by the organization. Make sure you enter an attorney number (Atnum) for this attorney. This attorney is now in your Lawyers table.
Website Registration
To register to use the website, an attorney must be in your Lawyers table. There are two options available to create a new website registration: (1) the organization creates the username and password and provides it to the attorney or (2) the organization provides the attorney number, and first and last name as entered in the system. The attorney uses that to create their own user name and password in the website. To manually create the website registration for the attorney, open that lawyer’s record. Navigate to the “PBI Portal Registration” tab, shown in Figure 46.
In the PBI Portal Registration tab, fill out the information. The username and password must be provided to the attorney. He can then use that information to log on to the system. Ensure there is a password question and answer entered as well. Enter the current date and time into the “Last Activity Date” and “Last Password Changed Date” fields. To approve the attorney to log on to the Portal, check the box next to “Is Approved”. If you want to lock the attorney out of the website, remove the checkmark. If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.